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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence McCarthy has been working in the financial industry since June 10, 1999. Terrence McCarthy is currently a Registered Representative and Investment Advisor Representative for Fidelity Personal And Workplace Advisors in Grand Rapids, Michigan. Terrence McCarthy has previously been employed by PNC Capital Markets LLC, PNC Funds Distributor, LLC, John Hancock Funds, LLC and Fidelity Investments Institutional Services Company, Inc. Terrence McCarthy has a Series 6, Series 7, Series 24, Series 63, Series 65, and SIE license. Terrence McCarthy specializes in working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
11/22/2024 - Present
Fidelity Personal AND Workplace Advisors (GRAND RAPIDS MI)
MI
03/05/2020 - 12/07/2023
PNC CAPITAL MARKETS LLC (GRAND RAPIDS MI)
MI
12/13/2013 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (GRAND RAPIDS MI)
MA
03/09/2001 - 10/08/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
RI
12/07/1998 - 02/02/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 03/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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